Our Philosophy

At EQ Financial we believe that your financial well-being is akin to running a company and the most important part is ensuring that your Family Company runs at its optimum efficiency. 

Embark with us on your journey to discover the inner workings of your Family Company. Allow us to identify opportunities to get you where you want to go. 

EQ Financial will act as your CFO to guide your Family Company on its journey.

Helping individuals and small business get ahead

1. Organise

Together we look at your situation and identify areas where you will save tax, costs and time.

Begin the journey of discovering your Family company and bring order to your Financial House.

2. Grow

Tell us where you want to go and what you want to do.

We will build you a strategy to help you live your life your way.

EQ will help you unlock the true potential of your Family Company.

3. Protect

Put steps into place to protect your Family Company.

Create approporiate structures to ensure the right people remain in control.

4. Enjoy

Enjoy the dividends of your Family Company.


We will help you to find better ways do things and answer the hard questions

“There’s a way to do it better – Find it”


- Thomas Edison